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BFSIX vs RWMEX
BFSIX vs RWMEX Comparison
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BFSIX vs RWMEX Comparison Chart in %
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BFSIX vs. RWMEX commentary
Sep 19, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BFSIX is a Hold and RWMEX is a Hold.
FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 218B vs. BFSIX (60.9M). RWMEX pays higher dividends than BFSIX: RWMEX (1.15) vs BFSIX (0.16). BFSIX was incepted earlier than RWMEX: BFSIX (13 years) vs RWMEX (24 years). BFSIX (1.17) is less costly to investors than RWMEX (0.61). RWMEX is a more actively managed with annual turnover of: 32.00 vs. BFSIX (26.67). RWMEX has a lower initial minimum investment than BFSIX: RWMEX (250) vs BFSIX (1000). RWMEX annual gain was more profitable for investors over the last year : 0.96 vs. BFSIX (-1.59). RWMEX return over 5 years is better than : 24.65 vs. BFSIX (21.19).
| BFSIX | RWMEX | BFSIX / RWMEX | |
| Total Expense Ratio | 0.99 | 0.61 | 162% |
| Annual Report Gross Expense Ratio | 1.17 | 0.61 | 192% |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 4.844 | 3.153 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.9M | 218B | 0% |
| Annual Yield % from dividends | 0.16 | 1.15 | 14% |
| Returns for 1 year | -1.59 | 0.96 | -165% |
| Returns for 3 years | 42.40 | 27.63 | 153% |
| Returns for 5 years | 21.19 | 24.65 | 86% |
| Returns for 10 years | 139.33 | 77.42 | 180% |
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